About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
About the position
Altruist is entering an exciting new phase, and we're looking for an Advisor Operations Analyst to join our Advisor Operations Team with a focus on money movement, treasury, and IRA transaction coding.
What you’ll do
- Operate in a cross-functional and flexible capacity serving various processes as needed with a focus on money movement and IRA maintenance.
- Learn and comprehend each team’s prescribed policies and procedures in order to provide timely and accurate processing of advisor requests.
- Often switch between autonomous and collaborative tasks across the various Advisor Operations teams.
- Collaborate and engage cross-functionally with Engineering, Product, Clearing Operations, and Customer Support to ensure our customers have a delightful experience.
- Ensure compliance with regulatory requirements, internal policies, and industry standards.
- Responsible for identifying and implementing cost-saving opportunities.
What you’ll bring
- Excellent communication skills and a strong desire to build lasting relationships with internal and external stakeholders.
- Ability to transition quickly and execute in a dynamic and fast-paced environment.
- Highly organized with a strong and proactive work ethic.
- Attention to detail with proven experience in delivering high levels of accuracy.
- High degree of initiative and personal responsibility to anticipate issues, find solutions, and drive resolution.
- Strong Excel/Google Sheets knowledge and capability to seamlessly work with large data sets.
Nice to have:
- 1+ years experience working with IRAs, cost basis, or banking/money movement
- FINRA SIE, Series 7..
- College degree or equivalent experience preferred.
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Top Skills
What We Do
Altruist is on a mission to make independent financial advice better, more affordable, and accessible. We’ve built an all-in-one platform that reduces barriers for financial advisors to deliver great advice. Our software makes advisors more efficient and gives them the freedom to charge less. This means clients pay less, make more, and gain confidence. We want to help tens of millions of people have an amazing experience with their money by supporting thousands of financial professionals.
Why Work With Us
We're helping more people get access to quality financial advice. This means lower costs, no minimums, and full transparency. Our team is passionate about our mission and we love working together. Altruist provides all the usual perks of a tech startup, just no ego or politics. We believe in hiring brilliant, hard-working, nice people (no jerks).
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